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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Reading | PA | 01/2023 | Present |
| Fulton Bank | Lancaster | PA | 06/2022 | 07/2024 |
| Fulton Financial Advisors | Lancaster | PA | 06/2022 | 07/2024 |
| Alvernia University | Reading | PA | 08/2018 | 05/2022 |
| Pottstown High School | Pottstown | PA | 08/2014 | 06/2018 |
| Fulton Bank | Reading | PA | 07/2024 | Present |
| Not Provided | Lancaster | PA | 08/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Reading | PA | 01/2025 | Present |
(1) Name of Business: Amazon Flex Address: 732 Oak St, Denver, PA, 17517, United States Activity Type: Other Position/Title: Independent Contractor Investment Related: No Start Date: 07/01/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Amazon flex is a delivery service that onboard independent contractors to deliver packages. Amazon flex will post a time slot available throughout the day on their flex app and will be able to select that time and go to their warehouse and pick up the packages that need to be delivered. I will not have any inside access to amazon as a company (2) Name of Business: Fulton Financial Advisors Address: 1 Penn Sq, Lancaster, PA, 17602-2853, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Complete duties given by financial advisors for investment services (3) Name of Business: InstaCart Address: 732 Oak St, Denver, PA, 17517, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 01/06/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Independent contractor dropping off deliveries on my spare time
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-17 |
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